Ryan founded the company in 2014 after 10 years industry experience with local wealth management practices. As a Partner of his previous firm, Ryan offers a breadth of knowledge and a wealth of experience in all aspects of business and the financial services industry. As an active member of the Investment Committee Ryan brings innovative ideas to the table and helps develop strategies to create and manage wealth, aimed at providing clients with the comfort that their financial needs are being professionally managed at all times. He continues to further his knowledge through an ongoing commitment to research and training towards higher qualifications.
Chelsey brings years of academic knowledge and business experience to her role at Seven Bridges IM. As the youngest member of the team, Chelsey offers a vital insight in to forward thinking business progression for the continued improvement of Seven Bridges IM. Chelsey qualified as a Wealth Manager in May 2019 and is now working towards her Chartered status. Chelsey works closely with the clients of Seven Bridges IM specialising in Individual Protection and is able to access products and services from a range of providers enabling access to the whole of market.
Following 25 years running his own Wealth Management Practice Pete retired from the industry in 2018. After a suitable rest period, Pete joined the team in April 2020 as the Office Manager to add his experience in running a practice. Apart from looking after the day to day management of the business, he will also sit on the Investment Committee to add his knowledge of the Investment Markets to the business.
Michael has been working in Financial Services for 32 years, the majority of this time at Barclays Bank, gaining valuable experience in all aspects of financial planning for both personal and corporate clients. Building on this experience Michael has more recently been focusing on advising clients with regards to their Pensions and helping them at every stage of their Retirement journey, offering impartial assistance on the full range of Pension options to achieve their retirement objectives. Michael takes pride in his ethical and thorough approach to providing advice in this complex area. In his spare time he enjoys watching his son compete at Athletics and helping his daughter with her business.
Kris has recently qualified as a Financial Adviser and is currently building upon his experience as a Paraplanner to provide him with an overall knowledge base to advise and assist clients with all aspects of their Financial Planning. Kris is an all round optimist, dog enthusiast and father of one, Barry (black pug) and yes, pics are available upon request.
Amy joins us having worked at Wealth of Advice and St. James’s Place and comes with a wealth of experience. With a BA(Hons) degree in accounting and finance and a Diploma in Regulated Financial Advice, Amy has decided to apply her skills and expert knowledge here at Seven Bridges IM. She believes Seven Bridges is “a breath of fresh air” in comparison to other IFAs and is a fan of our progressive “can-do” attitude to our work. As an ambitious and forward-thinking paraplanner, Amy handles our suitability reports and technical queries that may arise from client meetings. She also provides support to the advisers and, as a bridge between admin and advisers, she looks for systems and procedures that could streamline the whole advice process. Welcome aboard, Amy!
Bianca has recently joined the Seven Bridges family and has spent the last three years working in the financial services industry providing administrative support to advisers and clients. She has a special interest in providing one to one support to senior wealth planners and her duties include preparing and sending client correspondence, reports, reviews, and pre-completion of application forms for new business. Bianca has said she is excited about working at the company as there are real opportunities to expand on her knowledge and she hopes to become a qualified paraplanner.
Joining Ryan on day one, Jamie brings years of academic knowledge and business experience to his role. Possessing a strong understanding of systems development, Jamie will be integral to the continous improvement of the business for the benefit of our clients. Offering support for the Wealth Managers of Seven Bridges, Jamie will develop efficient methods of information exchange for clients. Coupled with technological knowledge of various media platforms he will enable the business to remain forward thinking by delivering innovative business solutions.
Amanda has worked in the financial services industry since 1994, starting out as a Financial Administrator whilst studying for her HND in Business and Finance. She joined the company as a Senior Administrator in 2019 with a demonstrated history in her field. Responsible for assisting customers and providing support services to multiple departments. Amanda has a passion for technical analysis and statistics, assisting the department in producing reports, comparisons and documentation for financial reviews and meetings. After supporting IFAs for 22 years Amanda is training to become a Financial Paraplanner, following the associated qualification route and is currently studying for R02 (Investment Principals and Risk).
Anelia joined the company this year having previously worked for a top London based eCommerce agency. Following her university study and being awarded a degree in Events Management at the University of Greenwich, she has worked in events management and marketing for two years. After moving to Newcastle, she was looking to join a dynamic and driven company with a clear vision. She decided to join Seven Bridges because she saw potential not only in the growth opportunity of the business itself but also the possibility for individual growth. Anelia provides administrative support for the processing of new business and ensures a smooth service for every client and enables our wealth managers to offer more dedicated time to clients.
Prior to joining the team at Seven Bridges, Lauren spent 5 years as Cabin Crew for Emirates Airline. She had previously studied business management, gaining a range of skills and knowledge which she has applied across her career. After concluding her studies, she gained employment as an Accounts Assistant, developing knowledge of accounting software before briefly moving into the role of a PA, supporting the CEO to enable the smooth running of the business. Throughout her career, she has taken pleasure in building a friendly relationship with customers and clients, and has always been very confident and proud to provide exceptional service, help and advice. She now provides support to the financial advisors here at Seven Bridges to ensure that their Pre-Client meeting is a slick and professional experience.
With an administrative and customer service background, Debbie is a vital member of the team, providing up to date valuations and keeping Seven Bridges back office system updated. From valuations to company reporting, Debbie provides Ryan and the Wealth Managers with important information and administrative support to ensure a smooth service for every client and the business.